MARINER WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
185
Active participants
303,090
Total plan assets
$48.1B
Filings (rows)
186
Direct comp
$5.7M
Indirect comp
$126K
Aggregating 7 name variants under "MARINER WEALTH"
SERVICES PROVIDED
Other109
Advisor / Consultant75
TPA / Administrator1
Top plans served
Showing top 186 of 185 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,217 | $24.7B | $59K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $5K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 54,690 | $6.3B | $15K |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA, OK | Other NONE | 3,732 | $639.0M | $60K |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN | TULSA, OK | Other NONE | 3,552 | $560.6M | $60K |
| POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY, MO | Advisor / Consultant ADVISOR | 1,397 | $518.1M | $91K |
| ALLIANCE COAL, LLC ALLIANCE COAL, LLC AND AFFILIATES PROFIT SHARING AND SAVINGS | TULSA, OK | Other NONE | 3,345 | $476.9M | $75K |
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 1,461 | $472.2M | $32K |
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL, LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | TPA / Administrator PLAN ADMINISTRATOR | 1,414 | $427.3M | $50K |
| POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY, MO | Advisor / Consultant ADVISOR | 1,216 | $400.9M | $67K |
| DINSMORE & SHOHL LLP THE DINSMORE & SHOHL, LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 1,373 | $362.8M | $54K |
| SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | MIDVALE, UT | Other NONE | 3,575 | $345.8M | $55K |
| SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | MIDVALE, UT | Other NONE | 3,252 | $301.1M | $28K |
| SAVAGE COMPANIES SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN | MIDVALE, UT | Other NONE | 3,786 | $278.2M | $10K |
| PHYMED MANAGEMENT, LLC PHYMED MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | NASHVILLE, TN | Advisor / Consultant CONSULTANT | 920 | $203.9M | $33K |
| MCAFEE & TAFT A PROFESSIONAL CORPORATION MCAFEE & TAFT RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISOR | 311 | $153.2M | $14K |
| CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 540 | $136.4M | $46K |
| MCAFEE & TAFT A PROFESSIONAL CORPORATION MCAFEE & TAFT RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISOR | 252 | $124.1M | $27K |
| IBEW UNION LOCAL 129 IBEW LOCAL 129 PENSION FUND PENSION PLAN | TROY, MI | Other NONE | 314 | $122.7M | $43K |
| CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 571 | $121.2M | $35K |
| TRUSTEES OF BUFFALO LABORERS' PENSION FUND BUFFALO LABORERS' PENSION FUND | CHEEKTOWAGA, NY | Other | 579 | $121.1M | $85K |
| CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 550 | $104.5M | $41K |
| AKRS EQUIPMENT SOLUTIONS INC. AKRS EQUIPMENT SOLUTIONS INC. 401K PLAN | LINCOLN, NE | Advisor / Consultant INVESTMENT ADVISOR | 736 | $86.4M | $9K |
| CORNING FEDERAL CREDIT UNION CORNING FEDERAL CREDIT UNION 401(K) PLAN | CORNING, NY | Other NONE | 414 | $81.4M | $45K |
| RESURGENT CAPITAL SERVICES, LP RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 642 | $77.8M | $62K |
| ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN | TULSA, OK | Other NONE | 483 | $74.7M | $32K |
| CORNING FEDERAL CREDIT UNION CORNING FEDERAL CREDIT UNION 401(K) PLAN | CORNING, NY | Other NONE | 421 | $71.7M | $45K |
| ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN | TULSA, OK | Other NONE | 497 | $69.5M | $32K |
| IOWA ORTHOPAEDIC CENTER, P.C. IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 364 | $68.9M | $7K |
| KANSAS CITY CHIEFS FOOTBALL CLUB IN KANSAS CITY CHIEFS FOOTBALL CLUB, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTEMENT ADVISOR | 402 | $68.3M | $64K |
| RESURGENT CAPITAL SERVICES, LP RESURGENT CAPITAL SERVICES GROUP RETIREMENT SAVINGS PLAN | GREENVILLE, SC | Advisor / Consultant ADVISOR | 525 | $66.9M | $23K |
| ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN | TULSA, OK | Other NONE | 504 | $63.6M | $28K |
| ULLIMAN SCHUTTE CONSTRUCTION, LLC ULLIMAN SCHUTTE CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 265 | $61.9M | $54K |
| GREENWASTE RECOVERY, LLC GREENWASTE RECOVERY, LLC RETIREMENT PLAN | SAN JOSE, CA | Other NONE | 882 | $61.8M | $48K |
| IOWA ORTHOPAEDIC CENTER, P.C. IOWA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISOR | 332 | $61.5M | $5K |
| CORNING FEDERAL CREDIT UNION CORNING FEDERAL CREDIT UNION 401(K) PLAN | CORNING, NY | Other NONE | 411 | $59.1M | $45K |
| WISCONSIN SHEET METAL WORKERS WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND | WAUKESHA, WI | Other NONE | 2,500 | $56.8M | $8K |
| KANSAS CITY CHIEFS FOOTBALL CLUB IN KANSAS CITY CHIEFS FOOTBALL CLUB INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTEMENT ADVISOR | 395 | $56.2M | $72K |
| ULLIMAN SCHUTTE CONSTRUCTION, LLC ULLIMAN SCHUTTE CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 279 | $53.6M | $54K |
| GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS RETIREMENT PLAN | ATWATER, CA | Other NONE | 1,141 | $52.8M | $64K |
| ULLIMAN SCHUTTE CONSTRUCTION, LLC ULLIMAN SCHUTTE CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN | MIAMISBURG, OH | Other NONE | 406 | $47.3M | $54K |
| BRICKLAYERS LOCAL NO. 8 PENSION FUND BOARD OF TRUSTEES BRICKLAYERS LOCAL NO. 8 PENSION FUND | CANFIELD, OH | Other NONE | 104 | $46.1M | $76K |
| KANSAS CITY CHIEFS FOOTBALL CLUB IN KANSAS CITY CHIEFS FOOTBALL CLUB, INC. 401(K) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTEMENT ADVISOR | 363 | $45.2M | $55K |
| ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN | OVERLAND PARK, KS | Other INVESTMENT/FINANCIAL ADVI | 748 | $45.1M | $124K |
| BOARD OF TRUSTEES IBEW LOCAL NO 32 NECA PSAP IBEW LOCAL NO. 32 NECA PROFIT SHARING ANNUITY PLAN | LANSING, MI | Other NONE | 365 | $44.5M | $19K |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 129 | $43.1M | $32K |
| OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA, KS | Advisor / Consultant ADVISOR | 392 | $41.3M | $42K |
| BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 32 - NECA PENSION PLAN IBEW LOCAL NO. 32 - NECA PENSION PLAN | LANSING, MI | Other NONE | 239 | $41.0M | $20K |
| TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA, OK | Other NONE | 206 | $39.3M | $34K |
| OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA, KS | Advisor / Consultant ADVISOR | 517 | $38.5M | $36K |
| ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN | OVERLAND PARK, KS | Other INVESTMENT/FINANCIAL ADVI | 702 | $38.0M | $95K |
| FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA, KS | Other SERVICE PROVIDER | 250 | $36.9M | $31K |
| FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA, KS | Advisor / Consultant ADVISOR | 548 | $36.2M | $10K |
| FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA, KS | Advisor / Consultant ADVISOR | 548 | $36.2M | $6K |
| PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES, MO | Other INVESTMENT/FINANCIAL ADVI | 177 | $36.2M | $38K |
| TRUSTEES OF BUFFALO LABORERS SECURITY FUND BUFFALO LABORERS SECURITY FUND | CHEEKTOWAGA, NY | Other N/A | 1,099 | $34.9M | $11K |
| BAKER UNIVERSITY BAKER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BALDWIN, KS | Other NONE | 195 | $34.9M | $36K |
| CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 121 | $34.1M | $32K |
| PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES, MO | Other INVESTMENT/FINANCIAL ADVI | 163 | $33.3M | $19K |
| FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA, KS | Advisor / Consultant ADVISOR | 259 | $32.7M | $26K |
| BAKER UNIVERSITY BAKER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BALDWIN, KS | Other NONE | 321 | $32.7M | $32K |
| CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO, IL | Other INVESTMENT/FINANCIAL ADVI | 133 | $32.6M | $29K |
| TULSA BONE AND JOINT ASSOCIATES, INC. TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN | TULSA, OK | Other NONE | 180 | $31.7M | $27K |
| FINEOS CORPORATION FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISOR | 191 | $31.3M | $0 |
| BD OF TRUSTEES OHIO LOCAL NO 1 OHIO LOCAL NO 1 OPERATIVE PLASTERERS AND CEMENT MASONS PENSION FUND | CANFIELD, OH | Other NONE | 338 | $31.2M | $26K |
| BAKER UNIVERSITY BAKER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | BALDWIN, KS | Other NONE | 253 | $31.1M | $34K |
| ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN | OVERLAND PARK, KS | Other INVESTMENT/FINANCIAL ADVI | 674 | $28.9M | $75K |
| DAN T. MOORE COMPANY DTM COMPANIES 401(K) PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 367 | $28.7M | $56K |
| KERKERING, BARBERIO & CO. KERKERING, BARBERIO & CO. 401(K) PLAN | SARASOTA, FL | Advisor / Consultant REGISTERED INVST ADVISOR | 138 | $28.3M | $31K |
| BD OF TRUSTEES OHIO LOCAL NO 1 OHIO LOCAL NO 1 OPERATIVE PLASTERERS AND CEMENT MASONS PENSION FUND | CANFIELD, OH | Other NONE | 285 | $27.9M | $27K |
| SOUTHWESTERN COLLEGE SOUTHWESTERN COLLEGE EMPLOYEE RETIREMENT PLAN | WINFIELD, KS | Advisor / Consultant FINANCIAL ADVISOR | 193 | $27.7M | $13K |
| REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT, MO | Other SERVICE PROVIDER | 830 | $27.6M | $0 |
| JOHN MOURIER CONSTRUCTION INC JOHN MOURIER CONSTRUCTION INC PROFIT SHARING PLAN | ROSEVILLE, CA | Other INVESTMENT AD VISORY | 162 | $27.6M | $54K |
| BETHEL COLLEGE BETHEL COLLEGE DC PLAN | NORTH NEWTON, KS | Other | 166 | $27.0M | $21K |
| BETHEL COLLEGE BETHEL COLLEGE DC PLAN | NORTH NEWTON, KS | Other | 166 | $26.9M | $19K |
| SHINE TECHNOLOGIES, LLC SHINE TECHNOLOGIES, LLC 401(K) PLAN | JANESVILLE, WI | Advisor / Consultant INVESTMENT ADVISOR | 266 | $26.5M | $4K |
| BETHEL COLLEGE BETHEL COLLEGE DC PLAN | NORTH NEWTON, KS | Other | 167 | $25.8M | $17K |
| DAN T. MOORE COMPANY DTM COMPANIES 401(K) PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 280 | $25.2M | $49K |
| JOHN MOURIER CONSTRUCTION INC JOHN MOURIER CONSTRUCTION INC PROFIT SHARING PLAN | ROSEVILLE, CA | Other INVESTMENT AD VISORY | 171 | $24.4M | $50K |
| BUNTING GROUP, INC. BUNTING GROUP, INC. 401(K) PLAN | NEWTON, KS | Other INVESTMENT/FINANCIAL ADVI | 162 | $23.8M | $19K |
| PROFITSOLV PURCHASER, INC. PROFITSOLV PURCHASER, INC. 401(K) PLAN | KNOXVILLE, TN | Other INVESTMENT/FINANCIAL ADVI | 239 | $23.7M | $60K |
| TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO, KS | Advisor / Consultant ADVISOR | 127 | $23.3M | $21K |
| TRUSTEES OF BUFFALO LABORERS WELFARE FUND BUFFALO LABORERS WELFARE FUND | CHEEKTOWAGA, NY | Other N/A | 650 | $23.1M | $11K |
| BROWN & CROUPPEN, P.C. BROWN & CROUPPEN, P.C. 401K RETIREMENT PLAN | ST LOUIS, MO | Other INVESTMENT/FINANCIAL ADVI | 212 | $23.0M | $51K |
| MCPHERSON COLLEGE MCPHERSON COLLEGE 403(B) PLAN | MCPHERSON, KS | Advisor / Consultant ADVISOR | 182 | $23.0M | $30K |
| REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT, MO | Other SERVICE PROVIDER | 784 | $22.7M | $0 |
| TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO, KS | Advisor / Consultant ADVISOR | 141 | $22.5M | $18K |
| MCPHERSON COLLEGE MCPHERSON COLLEGE 403(B) PLAN | MCPHERSON, KS | Advisor / Consultant ADVISOR | 202 | $22.4M | $24K |
| DAN T. MOORE COMPANY DTM COMPANIES 401(K) PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 250 | $21.5M | $49K |
| JOHN MOURIER CONSTRUCTION INC JOHN MOURIER CONSTRUCTION INC PROFIT SHARING PLAN | ROSEVILLE, CA | Other INVESTMENT AD VISORY | 176 | $20.5M | $37K |
| EPISCOPAL RETIREMENT HOMES, INC. EPISCOPAL RETIREMENT SERVICES STAFF RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 621 | $20.3M | $56K |
| CAMPBELLS AUTO EXPRESS, INC. CAMPBELL'S AUTO EXPRESS, INC. 401(K) PLAN | PITMAN, NJ | Advisor / Consultant ADVISOR | 131 | $20.2M | $8K |
| TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO, KS | Advisor / Consultant ADVISOR | 143 | $20.2M | $18K |
| PROFITSOLV PURCHASER, INC. PROFITSOLV PURCHASER, INC. 401(K) PLAN | KNOXVILLE, TN | Other INVESTMENT/FINANCIAL ADVI | 250 | $20.0M | $24K |
| MCPHERSON COLLEGE MCPHERSON COLLEGE 403(B) PLAN | MCPHERSON, KS | Advisor / Consultant ADVISOR | 193 | $19.6M | $17K |
| BUNTING GROUP, INC. BUNTING GROUP, INC. 401(K) PLAN | NEWTON, KS | Other INVESTMENT/FINANCIAL ADVI | 174 | $19.6M | $18K |
| BROWN & CROUPPEN, P.C. BROWN & CROUPPEN, P.C. 401K RETIREMENT PLAN | ST LOUIS, MO | Other INVESTMENT/FINANCIAL ADVI | 228 | $19.5M | $22K |
| SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. 401(K) PLAN | CULVER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 135 | $18.8M | $40K |
| BOARD OF TRUSTEES OF IBEW LOCAL 688 RETIREMENT FUND IBEW LOCAL 688 RETIREMENT FUND | MANSFIELD, OH | Other NONE | 200 | $18.8M | $11K |
| REDISCOVER REDISCOVER RETIREMENT PLAN | LEES SUMMIT, MO | Other SERVICE PROVIDER | 719 | $18.2M | $0 |
| CEMENT MASONS LOCAL UNION NO. 179 PENSION PLAN BOARD OF TRUSTEES CEMENT MASONS LOCAL UNION NO. 179 PENSION PLAN | CANFIELD, OH | Other NONE | 59 | $18.0M | $17K |
| CEMENT MASONS LOCAL UNION NO. 179 PENSION PLAN BOARD OF TRUSTEES CEMENT MASONS LOCAL UNION NO. 179 PENSION PLAN | CANFIELD, OH | Other NONE | 64 | $17.7M | $17K |
| EPISCOPAL RETIREMENT HOMES, INC. EPISCOPAL RETIREMENT SERVICES STAFF RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 611 | $17.6M | $49K |
| GDH CONSULTING, INC. GDH CONSULTING, INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 364 | $17.4M | $32K |
| OLATHE FORD SALES, INC. OLATHE FORD 401(K) PLAN | OLATHE, KS | Other NONE | 346 | $17.3M | $35K |
| HOEFER WELKER, LLC HOEFER WELKER, LLC 401(K) PLAN | KANSAS CITY, MO | Other NONE | 158 | $16.7M | $39K |
| OLATHE FORD SALES, INC. OLATHE FORD 401(K) PLAN | OLATHE, KS | Other NONE | 336 | $16.3M | $32K |
| AREA AGENCY ON AGING, PSA2 AREA AGENCY ON AGING, PSA2 403(B) PLAN | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 152 | $16.0M | $53K |
| SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. SHLEMMER+ALGAZE+ASSOCIATES INTERIORS & ARCHITECTURE, INC. 401(K) PLAN | CULVER CITY, CA | Advisor / Consultant INVESTMENT ADVISOR | 153 | $15.9M | $17K |
| EPISCOPAL RETIREMENT HOMES, INC. EPISCOPAL RETIREMENT SERVICES STAFF RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 538 | $15.8M | $50K |
| GDH CONSULTING, INC. GDH CONSULTING, INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 486 | $15.8M | $26K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 139 | $15.3M | $35K |
| TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN | SAINT JOSEPH, MO | Other INVESTMENT/FINANCIAL ADVI | 514 | $14.6M | $41K |
| LOWE AUTOMOTIVE WAREHOUSE, INC. LOWE AUTOMOTIVE WAREHOUSE, INC. 401(K) PLAN | ST. LOUIS, MO | Other INVESTMENT/FINANCIAL ADVI | 219 | $14.4M | $12K |
| FOUR KEYS, LLC FOUR KEYS, LLC 401(K) PLAN | MILWAUKEE, WI | Advisor / Consultant INVESTMENT ADVISOR | 239 | $14.3M | $28K |
| CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 124 | $14.0M | $24K |
| OLATHE FORD SALES, INC. OLATHE FORD 401(K) PLAN | OLATHE, KS | Other NONE | 301 | $13.9M | $32K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 133 | $13.9M | $30K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 148 | $13.5M | $31K |
| UNITED CLAIM SOLUTIONS, LLC VALENZ 401(K) RETIREMENT SAVINGS PLAN | WAYNE, PA | Advisor / Consultant INVESTMENT ADVISORY | 528 | $13.5M | $21K |
| AREA AGENCY ON AGING, PSA2 AREA AGENCY ON AGING, PSA2 403(B) PLAN | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 151 | $13.3M | $46K |
| STERLING COLLEGE STERLING COLLEGE DEFINED CONTRIBUTION PLAN | STERLING, KS | Advisor / Consultant ADVISOR | 181 | $13.3M | $10K |
| GDH CONSULTING, INC. GDH CONSULTING, INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 434 | $12.7M | $25K |
| LEGAL AID SOCIETY OF CINCINNATI LEGAL AID SOCIETY MONEY PURCHASE PENSION PLAN | CINCINNATI, OH | Other NONE | 90 | $12.5M | $60K |
| STERLING COLLEGE STERLING COLLEGE DEFINED CONTRIBUTION PLAN | STERLING, KS | Advisor / Consultant ADVISOR | 192 | $12.4M | $9K |
| TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN | SAINT JOSEPH, MO | Other INVESTMENT/FINANCIAL ADVI | 481 | $12.2M | $19K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL RETIREMENT PLAN | KANSAS CITY, MO | Other NONE | 127 | $12.1M | $32K |
| FOUR KEYS, LLC FOUR KEYS, LLC 401(K) PLAN | MILWAUKEE, WI | Other OTHER | 315 | $11.9M | $25 |
| LEGAL AID SOCIETY OF CINCINNATI LEGAL AID SOCIETY MONEY PURCHASE PENSION PLAN | CINCINNATI, OH | Other NONE | 71 | $11.8M | $55K |
| HOEFER WELKER, LLC HOEFER WELKER, LLC 401(K) PLAN | LEAWOOD, KS | Other NONE | 144 | $11.8M | $29K |
| CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 120 | $11.7M | $22K |
| HIGH TOUCH HOLDINGS, INC. HIGH TOUCH HOLDINGS, INC. 401(K) PLAN | WICHITA, KS | Other INVESTMENT/FINANCIAL ADVI | 129 | $11.6M | $29K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 156 | $11.4M | $24K |
| AREA AGENCY ON AGING, PSA2 AREA AGENCY ON AGING, PSA2 403(B) PLAN | DAYTON, OH | Advisor / Consultant INVESTMENT ADVISOR | 138 | $11.2M | $47K |
| WESTIN INC. WESTIN INC. 401K PLAN | OMAHA, NE | Other NONE | 173 | $11.2M | $32K |
| CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE, CA | Other INVESTMENT/FINANCIAL ADVI | 120 | $11.1M | $23K |
| HIGH TOUCH HOLDINGS, INC. HIGH TOUCH HOLDINGS, INC. 401(K) PLAN | WICHITA, KS | Other INVESTMENT/FINANCIAL ADVI | 148 | $10.8M | $27K |
| CHILD FOCUS, INC. CHILD FOCUS, INC. 403(B) ANNUITY PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 357 | $10.7M | $36K |
| LEGAL AID SOCIETY OF CINCINNATI LEGAL AID SOCIETY MONEY PURCHASE PENSION PLAN | CINCINNATI, OH | Other NONE | 92 | $10.4M | $53K |
| HIGH TOUCH HOLDINGS, INC. HIGH TOUCH HOLDINGS, INC. 401(K) PLAN | WICHITA, KS | Other INVESTMENT/FINANCIAL ADVI | 148 | $9.6M | $29K |
| CHILD FOCUS, INC. CHILD FOCUS, INC. 403(B) ANNUITY PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 348 | $9.6M | $31K |
| WESTIN INC. WESTIN INC. 401K PLAN | OMAHA, NE | Other NONE | 193 | $9.3M | $25K |
| CHILDREN INTERNATIONAL CHILDREN INTERNATIONAL 403(B) PLAN | KANSAS CITY, MO | Other NONE | 159 | $9.3M | $24K |
| CHILD FOCUS, INC. CHILD FOCUS, INC. 403(B) ANNUITY PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 355 | $8.2M | $30K |
| AMEND CONSULTING LLC AMEND CONSULTING LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 78 | $8.2M | $31K |
| TRISTAR GLASS, INC. TRISTAR GLASS, INC. 401(K) PLAN | CATOOSA, OK | Advisor / Consultant ADVISOR | 203 | $8.2M | $26K |
| TITAN MEDICAL GROUP, LLC TITAN MEDICAL GROUP, LLC 401(K) PLAN | OMAHA, NE | Other INVESTMENT/FINANCIAL ADVI | 341 | $8.0M | $26K |
| AMERICANTCS FIDUCIARY SERVICES, LLC MARINER SELECT RETIREMENT PLAN | PITTSBURGH, PA | Other NONE | 955 | $7.9M | $26K |
| JBM PACKAGING COMPANY JBM PACKAGING COMPANY RETIREMENT PLAN AND TRUST | LEBANON, OH | Advisor / Consultant INVESTMENT ADVISOR | 128 | $7.8M | $36K |
| RHW MANAGEMENT, INC RHW MANAGEMENT, INC 401(K) SAVINGS PLAN | OVERLAND PARK, KS | Other INVESTMENT/FINANCIAL ADVI | 171 | $7.6M | $24K |
| BRADFORD CHILD CARE SERVICES, IN BRADFORD CHILD CARE SERVICES EMPLOYEE RETIREMENT PLAN | BRIDGEVILLE, PA | Other INVESTMENT/FINANCIAL ADVI | 314 | $7.3M | $34K |
| THE JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 403(B) THRIFT PLAN - THE J | OVERLAND PARK, KS | Other SERVICE PROVIDER | 517 | $7.2M | $15K |
| WESTIN INC. WESTIN INC. 401K PLAN | OMAHA, NE | Other NONE | 181 | $7.1M | $21K |
| TITAN MEDICAL GROUP, LLC TITAN MEDICAL GROUP, LLC 401(K) PLAN | OMAHA, NE | Other INVESTMENT/FINANCIAL ADVI | 427 | $7.0M | $27K |
| JBM PACKAGING COMPANY JBM PACKAGING COMPANY RETIREMENT PLAN AND TRUST | LEBANON, OH | Advisor / Consultant INVESTMENT ADVISOR | 134 | $6.7M | $30K |
| RHW MANAGEMENT, INC RHW MANAGEMENT, INC 401(K) SAVINGS PLAN | OVERLAND PARK, KS | Other INVESTMENT/FINANCIAL ADVI | 158 | $6.6M | $11K |
| TRISTAR GLASS, INC. TRISTAR GLASS, INC. 401(K) PLAN | CATOOSA, OK | Advisor / Consultant ADVISOR | 188 | $6.6M | $9K |
| WESTERN FORMS, INC. WESTERN FORMS, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT ADVISOR | 87 | $6.5M | $28K |
| IBEW LOCAL NO 246 WELFARE FUND BOARD OF TRUSTEES STEUBENVILLE ELECTRICAL WELFARE FUND | PITTSBURGH, PA | Other NONE | 189 | $6.3M | $21K |
| AMEND CONSULTING LLC AMEND CONSULTING LLC 401(K) PLAN | CINCINNATI, OH | Advisor / Consultant INVESTMENT ADVISOR | 74 | $6.3M | $22K |
| BRADFORD CHILD CARE SERVICES, IN BRADFORD CHILD CARE SERVICES EMPLOYEE RETIREMENT PLAN | BRIDGEVILLE, PA | Other INVESTMENT/FINANCIAL ADVI | 289 | $6.2M | $21K |
| THE CHAMPION COMPANY AND ADDITIONAL SUBSCRIBERS SPRINGFIELD INDUSTRIAL SERVICES 401(K) RETIREMENT PLAN | SPRINGFIELD, OH | Advisor / Consultant INVESTMENT ADVISOR | 87 | $6.0M | $6K |
| BEECH ACRES BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Other N/A | 162 | $5.9M | $24K |
| JBM PACKAGING COMPANY JBM PACKAGING COMPANY RETIREMENT PLAN AND TRUST | LEBANON, OH | Advisor / Consultant INVESTMENT ADVISOR | 133 | $5.7M | $30K |
| BLOCK REAL ESTATE SERVICES LLC BLOCK REAL ESTATE SERVICES LLC 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 354 | $5.7M | $14K |
| WINDSOR HEALTHCARE MANAGEMENT LLC WINDSOR HEALTHCARE 401(K) PLAN | NORWOOD, NJ | Other NONE | 1,269 | $5.6M | $26K |
| THE CHAMPION COMPANY AND ADDITIONAL SUBSCRIBERS SPRINGFIELD INDUSTRIAL SERVICES 401(K) RETIREMENT PLAN | SPRINGFIELD, OH | Advisor / Consultant INVESTMENT ADVISOR | 88 | $5.3M | $23K |
| ZECK MOTOR COMPANY ZECK MOTOR COMPANY 401(K) PLAN | LEAVENWORTH, KS | Other SERVICE PROVIDER | 74 | $5.2M | $14K |
| BEECH ACRES BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Other N/A | 155 | $5.1M | $21K |
| BLOCK REAL ESTATE SERVICES LLC BLOCK REAL ESTATE SERVICES LLC 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 151 | $5.1M | $12K |
| TITAN MEDICAL GROUP, LLC TITAN MEDICAL GROUP, LLC 401(K) PLAN | OMAHA, NE | Other INVESTMENT/FINANCIAL ADVI | 379 | $4.9M | $21K |
| COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM, KS | Other NONE | 244 | $4.9M | $12K |
| BEECH ACRES BEECH ACRES 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI, OH | Other N/A | 149 | $4.6M | $20K |
| ZECK MOTOR COMPANY ZECK MOTOR COMPANY 401(K) PLAN | LEAVENWORTH, KS | Other SERVICE PROVIDER | 101 | $4.6M | $14K |
| BLOCK REAL ESTATE SERVICES LLC BLOCK REAL ESTATE SERVICES LLC 401K SAVINGS PLAN | KANSAS CITY, MO | Other NONE | 412 | $4.3M | $11K |
| LIFE SENIOR SERVICES, INC. LIFE SENIOR SERVICES, INC. 401(K) RETIREMENT PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 219 | $4.3M | $13K |
| COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM, KS | Other NONE | 207 | $4.1M | $9K |
| BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLAN CEMENT MASONS LOCAL NO. 524 PENSION PLAN | INDIANAPOLIS, IN | Other NONE | 74 | $3.9M | $20K |
| LIFE SENIOR SERVICES, INC. LIFE SENIOR SERVICES, INC. 401(K) RETIREMENT PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 156 | $3.3M | $11K |
| COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM, KS | Other NONE | 196 | $3.2M | $8K |
| AIR ASSURANCE CO. AIR ASSURANCE 401(K) RETIREMENT PLAN | BROKEN ARROW, OK | Advisor / Consultant ADVISOR | 99 | $3.1M | $25K |
| AKORBI INC AKORBI INC. 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK, KS | Other REGISTERED IN VETMENT ADV | 2 | $2.9M | $4K |
| PLUMBERS LOCAL UNION 55 PLUMBERS UNION LOCAL 55 SUPPLEMENTAL UNEMPLOYMENT BENEFITS FUND | BROOKLYN HEIGHTS, OH | Other | 476 | $1.3M | $7K |
| ZECK MOTOR COMPANY ZECK MOTOR COMPANY 401(K) PLAN | LEAVENWORTH, KS | Other SERVICE PROVIDER | 0 | $0 | $14K |
| SLAVIC INTEGRATED ADMINISTRATION, INC. MARINER WEALTH ADVISORS POOLED EMPLOYER PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 103 | — | $7K |
| SLAVIC INTEGRATED ADMINISTRATION, INC. MARINER WEALTH ADVISORS POOLED EMPLOYER PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 102 | — | $13K |